The opinions expressed are those of the fund’s portfolio management team as of 6/30/16.
Russ Koesterich, CFA, Head of Asset Allocation talks about why diversification is as important as ever.
Why own the World Allocation Category now?
It’s been a tough period for the category, but I think it would be a mistake to capitulate at this point. ”
Adding Global Allocation Fund to a fee-based portfolio
Flexibility to rebalance, to change the portfolio on a daily basis when needed is a very important characteristic in a volatile market. ”
Outlook for Global Allocation Fund
The fund has a proven track record of adding value over the long term. ”
Is now the time for Global Allocation Fund?
Value doesn’t always work… value generally works over longer periods. ”